Financial Solutions for Life
Many of our clients have been with us for over 30 years. Our long-term client relationships illustrate our specialty for helping our clients adapt their behavior to become smarter and more diligent investors.
Whether you are approaching retirement or working to build your family’s legacy, we want to help you by putting your goals in life first. As independent professionals, we work to deliver peace of mind, with you knowing that you are making the right financial decisions.
The expertise you want. The independent professional advice you need.
Our Wealth Consultants are CERTIFIED FINANCIAL PLANNER™ professionals, having met the highest educational standard in the financial planning industry.
Our firm is also backed by an independent broker/dealer, Commonwealth. That means our firm is independent — LifeTime Asset’s Wealth Consultants are free to act solely in your best interest, without bias or pressure to promote a certain product or strategy.
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Christine DeSena returned to NC and joined LifeTime Asset Management in November 2018. Christine was born and raised in WV and graduated from Fairmont State University. Following graduation, she moved to NC for several years before leaving for family job relocations which eventually landed her in Tampa, FL. She recently decided it was time to ...
The LifeTime Asset Management team is excited to welcome Noah to our team as our new marketing intern. Noah is currently a Junior at NC State University, majoring in Marketing. He has a current major GPA of 3.6. Noah enjoys being an active member of the community whether it be cheering on Wolfpack sports, or ...
This summer, Wealth Consultant Lorraine was appointed by North Carolina Governor Roy Cooper to the Supplemental Retirement Board of Trustees. This vital board oversees the NC 401(k)/457 plans and the NC 403(b) program for active and retired public employees. In North Carolina, 1 in 8 working citizens is a member of the NC Retirement Systems, ...
LifeTime Asset Management is fortunate to have opportunities to give back to community partners, including:
Meals on Wheels
Wounded Warrior Project
Tee it up! for a cure